Allan is widely quoted in industry and news publications and is a much sought-after speaker on topics involving the accounting profession. View his recent activity below.


A coveted thought leader that speaks at many of the CPA profession’s associations, alliances and networks conferences

Articles, News & Events by Year


Article/Speech TitlePublication/ConferenceDate
"The Top 100 People: Preparing for an Uncertain Future"Accounting TodayDecember 23
"Blum Shapiro Team Members to Join CLA, Expanding Opportunity in Northeast"Global NewswireDecember 17
"CLA Acquires Accounting Firm Blum Shapiro"CPA Practice AdvisorDecember 17
"CliftonLarsonAllen and Blum Shapiro Join Forces in Mega-Merger"Inside Public AccountingDecember 17
"CLA Acquires Blum Shapiro"Accounting TodayDecember 17
"The Top 100 People: 20 Lessons Learned from COVID-19"Accounting TodayDecember 14
"Major Opportunities Exist Amid the Challenges of COVID-19"Accounting TodayDecember 11
"State of the CPA Industry/Best Practices of High Performing Firms"Utah Association of CPAs Virtual ConferenceDecember 11
"Designing the Blueprint in this Changing Climate"Rainmaker Super ConferenceDecember 9
"State of the Accounting Profession - Review of 2020 and Discussion of Opportunities for 2021"Engineered Tax Services SeminarDecember 7
"State of the Accounting Industry - Best Practices of High Performing Firms & Partners/Leaders"BDO NextGen Alliance RoundtableDecember 3
"2020 Top 100 Most Influential People in Accounting"Accounting TodayDecember 3
"Accounting Today Top People in Accounting"Accounting TodayDecember 3
"The 2020 IPA Most Recommended Consulting Companies"Inside Public AccountingDecember 2020
"Citrin Cooperman Expands Bi-Coastal Footprint"Citrin Cooperman Press ReleaseNovember 17
"Update on the State of the Accounting Industry and Best Practices of High Performing Firms in 2020"BDO Alliance West Coast Virtual MeetingNovember 9
"Observations of the CPA Industry by the Top Consultants of the Profession"Rosenberg 2020 SurveyNovember 2020
"CLA Acquires SoCal Accounting Firm White Nelson"CPA Practice AdvisorOctober 22
"WNDE Joins CLA, Expanding Southern California ResourcesGlobal NewswireOctober 21
"CliftonLarsonAllen Merges in White Nelson Diehl Evans"Inside Public AccountingOctober 21
"CLA Merges in WNDE"Accounting TodayOctober 21
"How do We Rebuild Post-Pandemic Chicago?"Crain's Chicago BusinessOctober 20
"Engineered Tax Services Acquires The Growth Partnership"Inside Public AccountingOctober 20
"Engineered Tax Services Acquires The Growth Partnership"Accounting TodayOctober 19
"The Profession and the Pandemic Revisited: Insights and Strategies for Firm Leaders"Accounting Today WebinarOctober 5
"The Best Ways to Find and Build Your Client Niche"Think AdvisorOctober 2020
"IPA Names the 2020 Most Recommended Consulting Companies"Inside Public AccountingSeptember 30
"Accounting Firm Johnson, Miller & Co. to Merge into Whitley Penn"CPA Practice AdvisorSeptember 24
"Whitley Penn Merges in Johnson Miller & Co."Inside Public AccountingSeptember 24
"Whitley Penn to Merge in Johnson, Miller & Co.Accounting TodaySeptember 24
"Accounting Firms Fare Poorly at Attracting, Retaining Diverse Workers"Pittsburgh Business TimesSeptember 22
"State of Accounting Industry"National LifeSeptember 22
"Thousands of CPA Firms Avoided 'Bloodbath' with PPP Loans"Bloomberg TaxSeptember 17
"The COVID-19 Downturn is Expected to Increase M&A Activity Among Accounting Firms"Thomson ReutersSeptember 10
"How to Build and Grow a Profitable Niche"Leading Edge AllianceSeptember 10
"4 Ways Accounting Firms can Enhance Operations and Profits"CPA Practice AdvisorAugust 31
"Merger to Make Baker Tilly a Top 10 Accounting Firm"Crain's Detroit BusinessAugust 15
"Baker Tilly Merges in Squar Milner"Accounting TodayAugust 13
"Baker Tilly and Squar Milner Combine, Creating Coasts-to-Coast Advisory CPA Firm"Associated PressAugust 13
"Baker Tilly Acquires California Accounting Firm Squar Milner"CPA Practice AdvisorAugust 13
"Two IPA 100 Firms Join Forces"Inside Public AccountingAugust 13
"Merger to Make Baker Tilly a Top 10 Accounting Firm"Crain's Chicago BusinessAugust 13
"CPAs Accuse Banks of Pocketing Finder Fees on PPP Loans"Bloomberg TaxAugust 10
"Success that Lasts - Episode 15: Effective Change Management with Allan Koltin"Podcast with Jared SiegelJuly 30
"How to Build and Grow a Profitable Niche"AICPA Engage 2020July 24
"A Post-Pandemic To-Do List"Accounting TodayJuly 2
"Most Essential Roles of Marketing within the M&A Process - Q&A with Allan Koltin"AAM's Growth StrategiesSummer 2020
"BDO Acquires Nevada Accounting Firm PBTK"CPA Practice AdvisorJune 17
"BDO Announces Expansion in Nevada & Utah Through Addition of PBTK"Daily TimesJune 17
"BDO Merges in PBTK"Accounting TodayJune 17
"BDO USA Taps into Nevada, Utah Markets with New IPA 300 Acquisition"Inside Public AccountingJune 17
"12 Strategies for Surviving After the Coronavirus"Accounting TodayJune 16
"The Profession and the Pandemic: Insights and Strategies for Firm Leaders: 'The Crisis in Talent'Accounting Today WebinarJune 9
"Lessons for the Profession from the Coronavirus"Inside Public AccountingJune 1
"The NEW Fundamentals"CPA TrendlinesMay 26
"COVID-19: What Your Firm Should do Now"Accounting TodayMay 26
"Firm Leader Virtual Roundtable"Webinar with Industry Consultants Allan Koltin, Angie Grissom and Gale CrosleyMay 7
"Coronavirus Calls for Tough Decisions, Tighter Focus from Firms"Accounting TodayMay 6
"Firm Leader Virtual Roundtable"Webinar with Industry Consultants Allan Koltin, Angie Grissom and Gale CrosleyApril 30
"Accounting Marketing Doesn't Suck"Podcast hosted by Hugh Duffy of Websites: BuildYourFirm.comApril 28
"LEA Global Names New CEO"Accounting TodayApril 22
"The Partnership - In These Turbulent Times, Leaders Must Lead"CPA TrendlinesApril 20
"Our Evolving Profession:On BalanceMarch/April
"South African Wayne Berson Among Top 100 People Making a Difference in Accounting"CFO South AfricaMarch 30
"Eide Bailly Merges in HMWC"Accounting TodayMarch 6
"Eide Bailly Merges in HMWC"CPA Practice AdvisorMarch 5
"HMWC to be Acquired by Eide Bailly"Orange County Business JournalMarch 5
"GBQ Acquires Toledo Accounting Firm Weber Clark"CPA Practice AdvisorFebruary 23
"GBQ Partners Merges in Weber Clark"Accounting TodayFebruary 21
"GBQ Merges in Weber Clark"Inside Public AccountingFebruary 21
"David Cieslak Inducted into Accounting Hall of Fame"CPA Practice AdvisorFebruary 19
"Los Angeles-based Weil & Company Team Members Join CLA"Yahoo FinanceFebruary 5
"CLA Announces Acquisition of Weil & CompanyInside Public AccountingFebruary 4
CLA Merges in Weil"Accounting TodayFebruary 4
"Los Angeles-based Weil & Company Team Members Join CLA"Markets InsiderFebruary 4
"Accounting Firm CLA Acquires Los Angeles-based Weil & Company"CPA Practice AdvisorFebruary 4
"Accounting Firm CRI Acquires Crabtree Rowe & Berger"CPA Practice AdvisorJanuary 27
"Nationally Ranked Enterprise-based CPA Firm Expanding to North Alabama"Yellow HammerJanuary 27
"Carr Riggs & Ingram Merges in Crabtree Rowe & Berger"Accounting TodayJanuary 23
"Carr Riggs & Ingram Expands Operations in Alabama with Merger"Inside Public AccountingJanuary 23
"Top 20 Nationally-Ranked Carr Riggs & Ingram (CRI) Expands Operations in Alabama"Cision PR NewswireJanuary 23
"Allan Koltin Participates in Panel Discussion on Facilitated Peer Conversations"Winning Is Everything ConferenceJanuary 23
"Koltin Leads Discussion on Acquirers' Side of Perspective on M&A"Winning Is Everything ConferenceJanuary 23
"Allan Koltin Leads General Session on Lateral Talent Acquisition"Winning Is Everything ConferenceJanuary 22
"Koltin Leads Discussion on Upstream Mergers Perspective on M&A"Winning Is Everything ConferenceJanuary 22
"Allan Koltin Kicks Off Second Day of the 20th Anniversary of the Winning Is Everything Conference in Las Vegas"Winning Is Everything ConferenceJanuary 22
"Koltin Delivers TED Talk 'Breaking Barriers - The Willingness to Take on Personal Risk to Advance Your Career and Your Firm'"Winning Is Everything ConferenceJanuary 21
"LGSH LLP Joins Citrin Cooperman"Inside Pubic AccountingJanuary 16
"BDO Acquires Tax Consultancy Biegel Waller"Consulting United StatesJanuary 16
"Citrin Cooperman Merges in LGSH"Accounting TodayJanuary 14
"Citrin Cooperman Acquires SoCal Accounting Firm LGSH"CPA Practice AdvisorJanuary 14
"BDO Expands in Washington, DC, Area with Biegel Waller Investment Advisory Services"Inside Public AccountingJanuary 9
"BDO Adds Biegel Waller"Accounting TodayJanuary 6
"BDO Acquires Investment Services Firm Biegel Waller"CPA Practice AdvisorJanuary 6
"BDO USA Acquires Biegel Waller Tax Advisory"Washington, DC CityBizListJanuary 6
"BDO USA, LLP Expands in Greater Washington, DC and Baltimore Markets Through Addition of Beigel Waller Investment Advisory Services"APJanuary 6
"The Top 100 People: Overcoming Obstacles"Accounting TodayJanuary 1
"IPA's Most Recommended Consultants Discuss What Firms can do to Accelerate Change:Inside Public AccountingJanuary 2020


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